The Golden Tablets
Monday, December 14, 2009 at 07:56PM
About twenty years ago I was leading a project for Northwestern Mutual to select the software the company would use to support its foray into financial planning. It was an interesting time. I was among a minority within the company who believed that broad-based financial planning that took into account not only protection of families and businesses, but also accumulation for retirement and other life goals was the way of the future. The majority of the field and home office executives were on the other side of the table, believing that the company should play to its strength, life insurance. After all, we were the best life insurance company in the country by nearly every measure. Why should we venture into things like mutual funds, annuities, and managed offerings?
Gary |
5 Comments |
Golden Tablets,
Joseph Smith,
Mormons,
religion in
Creative 